Invesco Small Cap Value Fund (VSCAX) belongs to the Small Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VSCAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VSCAX
VSCAX charges 1.12% annually. There are 70 mutual funds in the Small Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Value Index Fund | 0.05% | — | Jul 2019 | VSCAX vs FISVX | |
| Vanguard Small-Cap Value Index Fund Institutional ... | 0.06% | — | Dec 1999 | VSCAX vs VSIIX | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | 0.07% | 65.50B | Sep 2011 | VSCAX vs VSIAX | |
| Vanguard S&P Small-Cap 600 Value Index Fund Instit... | 0.08% | — | Nov 2014 | VSCAX vs VSMVX | |
| Vanguard Russell 2000 Value Index Fund Institution... | 0.08% | — | Jul 2012 | VSCAX vs VRTVX |
Best Risk-Adjusted Alternatives to VSCAX
VSCAX has a PortfoliosLab risk / return rank of 89. There are 5 mutual funds in the Small Cap Value Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Transamerica Small Cap Value | 91 | — | Jan 2003 | VSCAX vs TSLTX | |
| Victory Integrity Discovery Fund | 91 | — | Dec 1996 | VSCAX vs MMEYX | |
| Walthausen Small Cap Value Fund | 90 | — | Feb 2008 | VSCAX vs WSCVX | |
| First Eagle Small Cap Opportunity Fund | 89 | — | Apr 2021 | VSCAX vs FESCX | |
| Aegis Value Fund | 89 | — | May 1998 | VSCAX vs AVALX |
Top Performing VSCAX Alternatives (YTD)
VSCAX is at 32.95% YTD. No mutual funds in the Small Cap Value Equities category have higher YTD returns; the top-performing alternatives shown here go as high as 32.41%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Victory Integrity Discovery Fund | 32.41% | — | Dec 1996 | VSCAX vs MMEYX | |
| Royce Opportunity Fund | 31.15% | — | Nov 1996 | VSCAX vs RYPNX | |
| First Eagle Small Cap Opportunity Fund | 30.84% | — | Apr 2021 | VSCAX vs FESCX | |
| Walthausen Small Cap Value Fund | 27.95% | — | Feb 2008 | VSCAX vs WSCVX | |
| FPA Queens Road Small Cap Value Fund Investor Clas... | 26.22% | — | Jun 2002 | VSCAX vs QRSVX |
Lowest Volatility Alternatives to VSCAX
VSCAX has 21.78% 1-year volatility. There are 122 mutual funds in the Small Cap Value Equities category with lower 1-year volatility, going as low as 0.61%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| American Beacon Shapiro SMID Cap Equity Fund | 0.61% | — | Sep 2017 | VSCAX vs SHDPX | |
| Palm Valley Capital Fund Investor Class | 4.22% | — | Apr 2019 | VSCAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | 14.31% | — | Apr 1997 | VSCAX vs TASCX | |
| VELA Small Cap Fund | 14.39% | — | Sep 2020 | VSCAX vs VESMX | |
| AMG River Road Small-Mid Cap Value Fund | 14.45% | — | Mar 2007 | VSCAX vs ARSMX |
Lowest Drawdown Alternatives to VSCAX
VSCAX has a 1-year max drawdown of -11.43%. There are 99 mutual funds in the Small Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -2.81%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Palm Valley Capital Fund Investor Class | -2.81% | — | Apr 2019 | VSCAX vs PVCMX | |
| Third Avenue Small Cap Value Fund | -6.29% | — | Apr 1997 | VSCAX vs TASCX | |
| PIMCO RAE US Small Fund | -7.62% | — | Jun 2015 | VSCAX vs PMJIX | |
| PIMCO RAE US Small Fund Class A | -7.66% | — | Jun 2015 | VSCAX vs PMJAX | |
| Transamerica Small Cap Value | -7.73% | — | Jan 2003 | VSCAX vs TSLTX |
Other Mutual Funds from Invesco
The 10 most viewed Invesco mutual funds shown here include IVNQX, VADAX, OPGSX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 71 | 20.39% | — | Oct 2020 | VSCAX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 43 | 10.14% | — | — | VSCAX vs VADAX | |
| Invesco Gold & Special Minerals Fund | Gold, Precious Metals | 23 | -3.25% | — | Jul 1983 | VSCAX vs OPGSX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | 9.63% | — | Jun 2005 | VSCAX vs VAFAX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 85 | 24.13% | — | Jun 2001 | VSCAX vs VVOAX | |
| Invesco Comstock Fund | Large Cap Value Equities | 63 | 10.38% | — | Oct 1968 | VSCAX vs ACSTX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 36 | 5.31% | — | Feb 1988 | VSCAX vs MSIGX | |
| Invesco Equity and Income Fund | Diversified Portfolio | 63 | 6.66% | — | Aug 1960 | VSCAX vs ACEIX | |
| Invesco Global Fund | Global Equities | 26 | 9.69% | — | Dec 1969 | VSCAX vs OPPAX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 44 | 10.27% | — | Jul 1997 | VSCAX vs VADDX |
Often Compared With VSCAX
Investors most often compare VSCAX with VFIAX, BRSVX, HFMDX. These 20 comparison targets span 8 categories, based on PortfoliosLab usage data.
Compare VSCAX with Any Fund or Stock
Compare VSCAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VSCAX with funds that move differently
Invesco Small Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VSCAX.
Explore VSCAX Diversifiers